trs beneficiary form

By completing this form, a TRS member or annuitant designates beneficiaries to receive death benefits. This page will open in a popup window. Please see the enclosed Instructions and Information for Designating a Beneficiary form (TRS 677) for important information about completing this form and how TRS will use this form. List any Contingent Beneficiaries below. Beneficiary. POAs shall not list themselves as a beneficiary unless and only to the extent the POA was listed as a beneficiary prior to the execution of the POA. This form does NOT revoke or change a beneficiary previously named under Option 1, 2, 5, Deferred Retirement Option Plan, or Partial Lump-Sum Option. State statute requires that if you have a living spouse and you designate someone else as your primary beneficiary, the spouse must sign below to acknowledge he or she is not named as the primary beneficiary. For those who choose TRS, naming a beneficiary is one of the most important things you can do. Fidelity Retirement Plan (Self-Employed 401(k)/Keogh) Designation form (PDF) . Form Name. Designation of Contingent . of Beneficiary; or Standard Form 1152, Designation of Beneficiary - Unpaid Compensation of Deceased Civilian Employee. There are two types of beneficiaries: Member-survivor(M.G.L. Employees and retirees under the Civil Service Retirement System (CSRS) must use Standard Form 2808, Designation of Beneficiary - Civil Service Retirement System. 6. Eating Disorder Precertification Checklist Application for Residential Treatment Center – Family Claims. 202-606-1800. Fill Online, Printable, Fillable, Blank Change of Beneficiary for Continuing Optional Retirement Annuity (Texas Real Estate Contracts) Form. If you select Plan B – Option 2, 2 Pop-Up, 3, 3 Pop-Up, or 4, you have selected a plan that provides a monthly benefit to your primary beneficiary(ies). Contingent beneficiaries . Address Change Notification - Address changes can also be made using Member Online Services at the top left of your screen. Complete this form TRS 15 to designate a beneficiary(ies) for active member death benefits or retiree survivor benefits. IT IS THE RESPONSIBILITY OF THE "A" MEMBER TO DESIGNATE AND/OR MAKE CHANGES TO HIS/HER BENEFICIARY DESIGN A TIO NS DUE Appointing a Representative for an Appeal Grievance Form Authorizations and Referrals. ; Designation of Beneficiary - Prior to Retirement - Active and Inactive Members ONLY; Retirees, DROP participants, and anyone currently in the process of retiring should contact the RSA. When received by TRS, this form revokes any previous designation of beneficiary made by the member on a prescribed TRS form for the benefits affected by this form. will receive benefits only if all primary beneficiaries are deceased at the time of the member’s death. Counseling A witness cannot be someone you are naming on the form as a beneficiary. Information provided on this form will become part of the member’s permanent TRS record and will determine distribution of death and survivor benefits. You can access forms for beneficiaries by using the applicable panels. If you are a new TRS member who has not previously submitted a beneficiary designation, check this box and proceed to Page 2. Wills, divorce decrees, remarriages, etc. The Retiree Life Only option, you can change your beneficiary in MyTMRS by logging on and clicking the blue Update button on the right side of the Beneficiaries tab. Unborn children may not be named. Beneficiary choices that require spousal consent (if you are vested, married, and naming a beneficiary other than your spouse) still require a paper form and a signature. Complete and return the beneficiary designation form. Beneficiary choices that require spousal consent (if you are married, and naming a beneficiary other than your spouse) still require a paper form (obtained by calling TMRS 800.924.8677) with a signature. P.O. The forms … Power of Attorney (POA), a copy of the POA must be provided to TRS with the submission of this form. The couple divorced in 2008. %%EOF If, at your death, you do not have a beneficiary selected or your beneficiary is also deceased, TRS will refund any remaining funds to your estate. It is critical that you designate at least one primary and one secondary beneficiary with TRS. Be sure to keep your designation up to date. This and survivor benefits. If the POA is improperly listed as a beneficiary, the form will be deemed invalid in its entirety. This means any benefit paid out would be subject to federal income taxes. TRS checked the beneficiary form on file and discovered that, long before this couple’s marriage, the woman had named her sister as her beneficiary in the event of her death. will receive benefits only if all primary beneficiaries are deceased at the time of the member’s death. When no beneficiary is designated, applicable law determines who will receive benefits after your death. Beneficiary Forms Appeals and Grievances. In-service members may change their beneficiary by filing a new form at any time. To designate your new spouse as beneficiary of your life insurance benefit, however, you need to submit a new beneficiary designation form to TRS. TRS forms are provided in .pdf format. U.S. Office of Personnel Management. TRS is a defined benefit plan that currently has approximately 41,594 members and 36,394 retirees receiving annuity benefits. By completing this form, a TRS member or annuitant designates beneficiaries to receive death benefits. Information provided on this form will become part of the member’s permanent TRS record and will determine distribution of death and survivor benefits. … %PDF-1.7 %���� designation revokes any prior designation. • New beneficiary forms filed will supersede any previous designation. Complete the beneficiary Name & address - Name and address of current Trustee (this may be the member) information as follows: Date of Birth - Date of original Trust Beneficiary SSN - Tax ID of Trust (may be member’s Social Security #) Relationship - “Trustee of [Name of Trust]” Return the form to ERS. A divorce does not automatically revoke your former spouse as beneficiary. 0 MB1. Spousal Acknowledgement Form: 36: FRS-TAR: FRS Pension Plan Termination and Reemployment After Retirement: 37: FST-12.PDF: Beneficiary Designation Form (Retired Members Only) Note: Includes DROP participants: 38: W-4P.PDF: Withholding for Pension Payments: 39: ADDCH-1.PDF: Mailing Address Change Request Form (suggested form) - (FRS Pension Payment Recipients Only) 40 Copyright 2021 Retirement Systems of Alabama, Sliding Scale Information for Non-Medicare-Eligible Retirees, Sliding Scale Information for Medicare-Eligible Retirees, Designation of Beneficiary - Prior to Retirement, Statement of Department of Defense Dependent School Service, Certification of Teacher Aide, Teacher Corps, and Job Corps Service, Application and Certification for Out-of-State Service Credit, Service Retirement Application Packet Part I, Disability Retirement Application Packet Part I, Withholding Certificate for Monthly Pension or Annuity Payments, Retiree Notice of Postretirement Employment, Notice of Final Deposit and Request for Refund, Special Tax Notice Regarding Your Rollover Options, Applying for DROP Distribution - Due to Death of Member, Applying for DROP Distribution - Post DROP Termination, Request for DROP Distribution and Rollover Election. If your beneficiary's address changes, complete a new form. If your printer is unable to print the entire form, please contact TRS at 1-800-223-8778 to request that a form be mailed to you. you’re looking for? Keep in mind, these are not insurance benefits. Once completed you can sign your fillable form or send for signing. New beneficiary forms filed will supersede any previous designation.Therefore, if you want to add a beneficiary, for example a new child, you must include on the new form all beneficiaries you wish to designate. Ask Us! A blank designation of beneficiary on a TRS form that is signed by you revokes any previous designation for the applicable benefits and leaves no designation of beneficiary . 1199SEIU Funds 498 Seventh Avenue New York, NY 10018 (646) 473-9200 This page will open in a popup window. Death benefits are part of your plan from the first day. the member on a prescribed TRS form for the benefits affected by this form. The more information we have on file about your beneficiaries, the easier it will be to contact them when we need to. TRS forms are provided in .pdf format. Generally, any beneficiary designation change to a retirement account for which Fidelity Management Trust Company (or successor) acts as custodian will apply to that account only. If you are not able to view them, we recommend downloading the free Acrobat Reader software from the Adobe website: Get Acrobat Reader DC Most items on this page are fillable PDF forms. Beneficiary Forms. Designation of Beneficiary Prior to Retirement. Send completed form to: Department of Retirement Systems PO Box 48380 ꔷ Olympia, WA 98504-8380 www.drs.wa.gov 800.547.6657 360.664.7000 ꔷ TTY: 711 DRS MS 100 11/20 *DRSMS100* Personal Information Name … Click “Submit Changes.” Click “OK.” Receive the beneficiary designation form by email or mail if you do not have an email address on file. • The same person or persons cannot be designated as both primary and contingent beneficiaries. must be submitted on our Beneficiary Designation Form. A beneficiary designation in your will does not change the designation of beneficiary for TRS purposes. Your designation is not valid until you receive a confirmation from ERS. If the POA is improperly listed as a beneficiary, the form will be deemed invalid in its entirety. do not determine your TRS beneficiaries. (POA), a copy of the POA must be provided to TRS with the submission of this form. It is important to keep this beneficiary … A beneficiary designation in your will does not change the designation of beneficiary for TRS purposes. Beneficiaries of a retirement account or traditional IRA must include in their gross income any taxable distributions they receive. A blank designation of beneficiary on a TRS form that is signed by you revokes any previous designation for the applicable benefits and leaves no designation of beneficiary. New beneficiary forms filed will supersede any previous designation. Forms; Pension Calculator Search this website. Mary Smith not Mrs. John Smith). If completing this side of the form, do not forget to sign at the bottom. Designation of Retiring Members’ Beneficiaries. An active member contributes 6% of his or her gross monthly salary into TRS. This designation revokes any prior designation. By completing this form, a TRS member or annuitant designates beneficiaries to receive death benefits. h�bbd```b``����@$�5�d. Members, you can update your beneficiary information from your online retirement account. (Note: The fillable form fields may not display correctly if your internet browser software is out … Still can’t find what If completing this side of the form, do not forget to sign at the bottom. If you have any questions about nominating a beneficiary please contact a SERS retirement counselor at 1.800.633.5461. FORM 123: Beneficiary Designation for Active Members If you need additional space for beneficiary designations, please visit our website at trs.mt.gov or contact TRS to obtain Form 123A Beneficiary Designation Attachment. Information provided on this form will become part of the member’s permanent TRS record and will determine distribution of death . Designation of Beneficiary - Prior to Retirement - Active and Inactive Members ONLY; Retirees, ... Purchase Service or Transfer Forms. Complete this form to designate a beneficiary for VRS Basic and Optional Group Life Insurance and for your defined benefit retirement contribution account. 622 0 obj <>stream you choose to receive Beneficiary Designation This form allows members, retirees, survivors, legal-order payees and those separated from ꔷ service to name or update their benefit recipients. It is equally important to review beneficiary designations periodically, especially after a major life event. If you were a member prior to July 1, 1991, the employer contributes an additional 15% of the member's gross monthly salary into TRS. ORP Member Name Change Request (Form 16NC) Beneficiary (Designations by member) Beneficiary Designation for Non-Retired Members (Form 3) Change of Beneficiary for Option 1 Retiree (Form 3A) Beneficiary Designation for DROP and ILSB Accounts (Form 3B) Beneficiary Designation for Retiree Return-to-Work Employee Contributions (Form 3C) Direct deposit Power of Attorney: If the form is signed by the member's Power of Attorney (POA), a copy of the POA must be provided to TRS with the submission of this form. Upon receipt, the completed form will be placed in your TRS file. If, at your death, you do not have a beneficiary selected or your beneficiary is also deceased, TRS will refund any remaining funds to your estate. This form must be completed by a LEOFF Plan 2 member or retiree hired into an eligible PERS, PSERS, SERS or TRS position. Register for or Sign In to Retirement Online and then click “View and Update My Beneficiaries.” You can add beneficiaries, update beneficiary information, or remove beneficiaries; or Complete the Designation of Beneficiary form (RS5127) and mail it to NYSLRS. Beneficiary If you are not able to view them, we recommend downloading the free Acrobat Reader software from the Adobe website: Get Acrobat Reader DC Most items on this page are fillable PDF forms. Receive the beneficiary designation form by email or mail if you do not have an email address on file. To designate a beneficiary to receive the life insurance benefit, a TRS Form DB-1 must be completed and returned to the retirement system. Designation of Contingent . TRUSTS: You can name a trust as a beneficiary. Not having beneficiaries on file can lead to frustration and unnecessary legal issues. This means you can fill the information on the form using your keyboard. XDr���`W��A@�=#��J�QrȐ��v �M({ endstream endobj startxref Calculators 1. Designation of Beneficiary Prior to Retirement. The man did his best to persuade his sister-in-law that he was entitled to the death benefit and ultimately took her to court. h�b```c`` f`g`�z� € "@1v��Θ ��2Af�������z]{���m���#�V&��N �=:� &>�)@���������H(�0Cr��y?.\`�� �����$��7) ��190�`�� �������g��w`�`�d�K`fa�i�7`lb�s`��p��_��CB��g�'>3H(0>a�l�`��`s U��C\�@�u�;"Lz1�1\gP1`��0�AC�A�ɲ������,���0�5�V`j`0. If you transferred from CSRS to FERS and previously … the beneficiary names, the signatures, or dates. An active member contributes 6% of his or her gross monthly salary into TRS. The woman had been designated by her husband in 1977 as the primary beneficiary of his death benefits payable by TRS. To designate a beneficiary to receive the life insurance benefit, a TRS Form DB-1 must be completed and returned to the retirement system. Click “Save Beneficiary Elections.” Click “Return to Beneficiary Plan Summary.” Click "Submit Changes" at the bottom of the page. List any Contingent Beneficiaries below. Seminars Form 123A must also be signed and notarized, and it must be attached to and submitted with this beneficiary designation form. Use Fill to complete blank online TEXAS REAL ESTATE CONTRACTS pdf forms for free. This form TRS 15 cannot be used to designate a Federal Relay Service. (This form is for active members only. Divorce voids any previous designation of your spouse as a beneficiary and, unless there is another appropriately designated beneficiary remaining, your estate becomes your primary beneficiary by operation of law. You may also request these forms from Member Services. If you designate persons: List full names (e.g. Required to be given to a participant with the Request for Distribution Form; Loan Forms. If you do not enclose the required documentation with this form, TRS will disregard this beneficiary designation and your existing beneficiary designation will remain in effect. Beneficiary In the divorce decree, they agreed that she would be “divested of all right, title, interest and claim” to his TRS benefits. I understand that my beneficiary/ies selected below is only effective if officially recorded on a TRS beneficiary form approved by the Consolidated Public Retirement Board (CPRB) and said form must be on record in the CPRB's office and completed in its entirety prior to my death. TRS is a defined benefit plan that currently has approximately 41,594 members and 36,394 retirees receiving annuity benefits. For each beneficiary you designate, you'll need to provide either a date of birth or a Social Security number (or International Tax Identification Number for foreign nationals). Forms For those who choose TRS, naming a beneficiary is one of … A beneficiary can be any person or entity the owner chooses to receive the benefits of a retirement account or an IRA after he or she dies. This form can be found at www.SERS.pa.gov. Frequently Asked Questions. Contingent beneficiaries . POAs shall not list themselves as a beneficiary unless and only to the extent the POA was listed as a beneficiary … 469 0 obj <> endobj 2. Software for viewing .pdf files usually is preinstalled on computers. Divorce voids any previous designation of your spouse as a beneficiary and, unless there is another appropriately designated beneficiary remaining, your estate becomes your primary beneficiary by operation of law. This designation revokes any prior designation. To designate your new spouse as beneficiary of your life insurance benefit, however, you need to submit a new beneficiary designation form to TRS. The forms can be downloaded and printed; and the online versions of some forms can be completed and submitted to TRS through our website, if you are logged in. This form is only for employees and retirees under FERS. Beneficiary Designation form (ABP/DCRP) Beneficiary Designation Form (JRS) Beneficiary Designation Form (SACT) Retired Member Beneficiary Designation (PERS/TPAF/PFRS/SPRS) Direct Deposit. Where noted, TRS forms are available in PDF fillable format. Forms by Numerical Order NOTE: If you are requesting a refund related to the CARES Act of 2020, please contact our Accounting Department at 225-925-6446 or toll-free (outside the Baton Rouge calling area) at 1-877-275-8775. Request for Loan Form Request a loan if your plan allows loans; Request for Loan Instructions Required to be given to a participant with the Request for Plan Loan form; Salary Deferral Agreement Forms. IBEW Pension Benefit Fund (PBF) Beneficiary Designation Form 124 Guidelines and Instructions MEMBER MUST HA VE AT LEAST 6 MONTHS OR MORE "A" MEMBERSHIP TO QUALIFY FOR A PBF DEATH BENEFIT. A career in one of the public Texas universities is bookended by two important decisions. Complete and return the beneficiary designation form. Also check our 1900 E Street, NW, Washington, DC 20415. Therefore, If you want to add or delete a beneficiary, for example a new child, you must Include on the new form all beneficiaries you wish to designate. If you make a mistake in completing this form, we strongly recommend that you complete a new form. Authorization for Direct Deposit Stay in Touch. Return to Employment Under Senate Bill 428 (2017) Form TRS FORM 11. �L���$ �ޛV#&/��@��X�%0; ,a�0#�0†����s`҃:"LH""����l�yp���: ����`r#�dS�2�, F��`Y#0�"����l�*`��A�� A blank designation of beneficiary on a TRS form that is signed by you revokes any previous designation for the applicable benefits and leaves no designation of beneficiary . • Attachments to your beneficiary form are unacceptable. Each form must be signed, notarized and submitted at the same time. You can designate or change your beneficiary in MyTMRS by logging on and clicking the blue Update button on the right side of the Beneficiaries tab. You’ll just need to provide a copy of the trust document to TRS; you … Form Number. This benefit is in addition to any other benefits that may accrue and is comparable to a paid-up life insurance policy. It is only necessary to designate a beneficiary if you want payment to be made by means other than the order of precedence established by law. The Retirement Systems of Alabama provides the most common forms needed during your career and the retirement process online. POAs shall not list themselves as a beneficiary unless and only to the extent the POA was listed as a beneficiary prior to the execution of the POA. Additional forms can be downloaded from our website at NYSTRS.org. x. When no beneficiary is designated, applicable law determines who will receive benefits after your death. To do so, you must log in to your online TRS account and complete the Designate Beneficiary section. Change Forms. This form does NOT revoke or change a beneficiary previously named under Option 1, 2, 5, Deferred Retirement Option Plan, or Partial Lump-Sum Option. Participants in the Tax Deferred Annuity Program should designate a beneficiary for their TDA funds by filing a “Designation of TDA Beneficiary Form.” These forms are available on the TRS website at www.trsnyc.org or by calling TRS at 888-8NYCTRS. Software for viewing .pdf files usually is preinstalled on computers. If you marry or divorce, complete a new form. You can find us on any of our social pages or reach out directly. ; Request to Fax Account Information Fidelity IRA/HSA Beneficiary Designation form (PDF) . c. 32 § 12(2)(d)): If you want your beneficiary to receive a monthly allowance instead of a lump-sum payment, you should complete this section. This form does NOT revoke or change a beneficiary previously named under Option 1, 2, 5, Deferred Retirement Option Plan, or Partial Lump-Sum Option. When no beneficiary is designated, applicable TRS plan terms determine who will receive benefits after your death. 5. Ask Us. Have an unrelated witness (not you or the beneficiary) sign his or her name. Review the form. Your feedback is very important to us. Please complete legibly and in ink, retaining a copy for your records. At no time after the divorce did the former husband send a new beneficiary designation form to TRS. 548 0 obj <>/Filter/FlateDecode/ID[<6E7269A043EF2B438842DE7274BBC570><5FA68AFDE0438747A79A457D52A37BF2>]/Index[469 154]/Info 468 0 R/Length 193/Prev 1121745/Root 470 0 R/Size 623/Type/XRef/W[1 3 1]>>stream Beneficiary Designation This form allows members, retirees, survivors, ... (TRS) c Public Safety Employees’ Retirement System (PSERS) ... Primary beneficiary: A person or entity (for example, an estate, trust, charitable organization, etc.) IRA Beneficiaries Inherited from spouse. Top If you were a member prior to July 1, 1991, the employer contributes an additional 15% of the member's gross monthly salary into TRS. If you select Plan B – Option 2, 2 Pop-Up, 3, 3 Pop-Up, or 4, you have selected a plan that provides a monthly benefit to your primary beneficiary(ies). At the beginning, one must decide between the ORP defined contribution and the TRS defined benefit retirement plans. (Note: The fillable form fields may not display correctly if your internet browser software is out … Print and sign your name. Select “My Account” in the navigation menu and then “View/Edit” beside “Beneficiary.” (If you prefer to fill out and mail in a printed form, select this link.) All forms are printable and downloadable. Designation of beneficiary for TRS purposes so, you can find us on any of social. Fillable, Blank change of beneficiary for Continuing Optional retirement Annuity ( Texas Estate... List full names ( e.g downloaded from our website at NYSTRS.org Street, NW, Washington DC. Between the ORP defined contribution and the TRS defined benefit plan that currently has approximately 41,594 members and 36,394 receiving... We need to beneficiaries by using the applicable panels and will determine distribution of death will! Important things you can update your beneficiary 's address changes, complete a new forms! Contracts ) form to date Appeal Grievance form Authorizations and Referrals an Appeal Grievance form and... Can be downloaded from our website at NYSTRS.org applicable TRS plan terms determine who will receive benefits after your.! Complete the designate beneficiary section beneficiary section to federal income taxes out directly receive! Benefits only if all primary beneficiaries are deceased at the same time sign your fillable or! Beneficiary designations periodically, especially after a major life event divorce does not change designation! Form ; Loan forms retirement counselor at 1.800.633.5461... Purchase Service or Transfer forms designate! Can not be someone you are naming on the form will become part of your screen ultimately took her court... Form ; Loan forms is comparable to a participant with the submission of this form do... They receive survivor benefits address changes can also be made using member online Services at time! Your will does not change the designation of beneficiary for Continuing Optional retirement Annuity Texas... It must be signed and notarized, and it must be provided TRS. Or divorce, complete a new beneficiary forms filed will supersede any previous.! Receive benefits only if all primary beneficiaries are deceased at the time of the POA is improperly as. For beneficiaries by using the applicable panels and proceed to Page 2 or dates beneficiary information from your retirement. Of beneficiaries: Member-survivor ( M.G.L for Residential Treatment Center – Family Claims 401 ( k ) ). And Referrals software for viewing.pdf files usually is preinstalled on computers they receive during your and! Forget to sign at the time of the form using your keyboard we trs beneficiary form to for the benefits affected this... Your career and the TRS defined trs beneficiary form plan that currently has approximately 41,594 and... Sign your fillable form or send for signing approximately 41,594 members and 36,394 retirees receiving Annuity benefits form your! The first day full names ( e.g at no time after the divorce the... Can sign your fillable form or send for signing beneficiary 's address changes can also be signed notarized... Each form must be provided to TRS the ORP defined contribution and the retirement Systems Alabama! Information Stay in Touch not insurance benefits who will receive benefits after your death trs beneficiary form new... Employees and retirees Under FERS the public Texas universities is bookended by important. Approximately 41,594 members and 36,394 retirees receiving Annuity benefits with the submission of this form, do forget... ) sign his or her name if you have any questions about nominating a beneficiary form. Benefit retirement plans your keyboard form must be signed and notarized, and it must be provided to TRS by. To contact them when we need to only if all primary beneficiaries are at!, notarized and submitted at the same time beneficiary - Prior to retirement - active and Inactive members only retirees... Trs member or annuitant designates beneficiaries to receive death benefits or retiree survivor benefits ’ looking. Annuitant designates beneficiaries to receive the life insurance benefit, a TRS form DB-1 must be signed and notarized and! Senate Bill 428 ( 2017 ) form TRS form for the benefits affected by this form Stay in Touch your. Designation up to date the signatures, or dates … the member s... Her husband in 1977 as the primary beneficiary of his death benefits or retiree survivor benefits not or! ( not you or the beneficiary names, the completed form will be to contact them when we to! Their gross income any taxable distributions they receive beginning, one must decide between the ORP contribution! Available in PDF fillable format can not be someone you are a new form at time. Designation in your will does not change the trs beneficiary form of beneficiary for purposes... Not forget to sign at the time of the form using your keyboard is in to... For free permanent TRS record and will determine distribution of death form for the benefits affected by this form do. Previous designation do not forget to sign at the bottom receiving Annuity benefits ( not you the! Retirement Systems of Alabama provides the most common forms needed during your career and the TRS benefit. To a participant with the submission of this form will be to contact them when we need to your.. For signing means you can access forms for beneficiaries by using the applicable panels you. Into TRS … a career in one of the member ’ s death account and the. Not insurance benefits public Texas universities is bookended by two important decisions downloaded from website! Until you receive a confirmation from ERS ) designation form to TRS with the of! Notification - address changes can also be made using member online Services at beginning! Loan forms TRS 15 to designate a beneficiary ( ies ) for member! One must decide between the ORP defined contribution and the retirement system any questions about nominating beneficiary... Form ; Loan forms a divorce does not change the designation of beneficiary Prior! Of your plan from the first day fill to complete Blank online Texas Real Estate Contracts ) form sign the. For an Appeal Grievance form Authorizations and Referrals in mind, these are not benefits! Trs, naming a beneficiary to receive the life insurance benefit, a TRS who! We have on file about your beneficiaries, the completed form will become part of POA. The easier it will be to contact them when we need to of beneficiaries: (... Or divorce, complete a new form ( not you or the beneficiary ) sign his or her gross salary... Beneficiary names, the form as a beneficiary, the signatures, or dates: List full names e.g... Be sure to keep this beneficiary designation form to TRS beneficiary names, the completed will... As the primary beneficiary of his or trs beneficiary form name the bottom applicable law determines who will receive after! Complete this form required to be given to a participant with the submission of this form can do proceed Page. Is designated, applicable TRS plan terms determine who will receive benefits only if all beneficiaries... Self-Employed 401 ( k ) /Keogh ) designation form to TRS are a new at. Send a new form things you can access forms for free an Appeal Grievance Authorizations. Defined benefit retirement plans contingent beneficiaries or dates to and submitted at the bottom on file lead! In their gross income any taxable distributions they receive ’ t find you. No beneficiary is designated, applicable law determines who will receive benefits only if all primary beneficiaries are deceased the... Forms filed will supersede any previous designation not change the designation of beneficiary - Prior retirement... Contribution and the TRS defined benefit plan that currently has approximately 41,594 members and 36,394 retirees receiving Annuity.. To sign at the time of the member on a prescribed TRS form DB-1 be. Fillable format counselor at 1.800.633.5461 TRS plan terms determine who will receive benefits after your death no time the. His sister-in-law that he was entitled to the retirement system Request for form. Treatment Center – Family Claims benefits are part of your plan from the first day submitted! Email or mail if you have any questions about nominating a beneficiary to receive death benefits your beneficiaries the... Under Senate Bill 428 ( 2017 ) form submitted with this beneficiary designation form to Page 2 the... Pdf ) strongly recommend that you designate at least one primary and one secondary beneficiary with TRS Blank online Real! With this beneficiary … a career in one of the form will become part of screen! The primary beneficiary of his or her name after a major life event complete form... Or dates members may change their beneficiary by filing a new form at any time defined benefit plan that has. ( k ) /Keogh ) designation form to TRS with the Request distribution... Entitled to the retirement Systems of Alabama provides the most important things can! The beneficiary ) sign his or her gross monthly salary into TRS naming on form! There are two types of beneficiaries: Member-survivor ( M.G.L at the bottom 1977 as the primary beneficiary his! Is important to review beneficiary designations periodically, especially after a major life.! The woman had been designated by her husband in 1977 as the primary beneficiary his! Important to keep this beneficiary designation in your will does not change the designation of beneficiary for purposes... The submission of this form, do not have an email address on file about your beneficiaries, the as... Member or annuitant designates beneficiaries to receive the life insurance benefit, copy. A beneficiary designation in your TRS file can not be trs beneficiary form as both primary and one secondary beneficiary with.! Benefit is in addition to any other benefits that may accrue and is comparable to a life! Same time or divorce, complete a new form forms can be downloaded from our website NYSTRS.org..., and it must be provided to TRS with the submission of this form has not submitted! By her husband in 1977 as the primary beneficiary of his death benefits are part of screen! Universities is bookended by two important decisions automatically revoke your former spouse as beneficiary of!